2024-05-07T15:44:57-05:00 2023-09-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-10-01 261484144 AMERICAN LEGION AUXILIARY FNDN AMER 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 GARY WARD DIRECTOR OF FINANCE 3175694500 2024-05-07 1 GARY WARD 999009999 1 CORY SCHUNEMANN CPA P01866583 3178488920 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TERRI WALLACE 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 868961 0 X WWW.ALAFOUNDATION.ORG X 2007 IN SUPPORT THE AMERICAN LEGION AUXILIARY PROGRAMS NATIONWIDE THROUGH GRANTMAKING AND FUNDRAISING. 16 14 0 14 0 0 728308 585222 0 0 67159 119491 0 0 795467 704713 275936 218687 0 0 0 0 0 0 271798 230357 284697 506293 503384 289174 201329 2664076 2945264 136424 125684 2527652 2819580 THE AMERICAN LEGION AUXILIARY FOUNDATION POSITIVELY IMPACTS THE LIVES OF OUR VETERANS, MILITARY, AND THEIR FAMILIES BY FUNDING THE PROGRAMS OF THE AMERICAN LEGION AUXILIARY TODAY AND FOR FUTURE GENERATIONS. 0 0 218687 218687 THE ALA FOUNDATION AWARDED $54,965 TO ALA ENTITIES VIA THIRD PARTY SUBGRANTS THAT SUPPORTED YOUTH, EDUCATION, AND VETERAN PROGRAMS. TO ALA NATIONAL HEADQUARTERS $20,000 WAS AWARDED TO SUPPORT THE ALA GIRLS NATION PROGRAM; AND $45,000 WAS AWARDED TO SUPPORT THE ALA'S CO-PRESENTATION OF THE NATIONAL VETERANS CREATIVE ARTS FESTIVAL. THE ALA FOUNDATION ADDITIONALLY AWARDED $9,677 TO ALA ENTITIES SUPPORTING LOCAL VETERAN CREATIVE ARTS FESTIVALS. $61,831 WAS AWARDED TO ALA ENTITIES TO SUPPORT THE EMERGENT NEEDS OF VETERANS AND AN ADDITIONAL $27,214 WAS AWARDED SUPPORTING MISSION DELIVERY. 218687 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IN X X X GARY WARD 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 X CATHLEEN MACINNES FOUNDATION PRESIDENT 5.00 0.00 X X 0 0 0 DIANE DUSCHECK FOUNDATION VICE PRESIDENT 5.00 0.00 X X 0 0 0 TERRI WALLACE FOUNDATION TREASURER 5.00 0.00 X X 0 0 0 ANNE PARKER FOUNDATION SECRETARY 5.00 0.00 X X 0 0 0 NANCY BROWN-PARK APPOINTED DIRECTOR 2.00 0.00 X 0 0 0 DANIELLE APPLEGATE ELECTED DIRECTOR 2.00 0.00 X 0 0 0 CARRIE DAVENPORT ELECTED DIRECTOR 2.00 0.00 X 0 0 0 ANN FOURNIER ELECTED DIRECTOR 2.00 0.00 X 0 0 0 LAURALEE GOOCH ELECTED DIRECTOR 2.00 0.00 X 0 0 0 KAYE HIRST ELECTED DIRECTOR 2.00 0.00 X 0 0 0 CAROL HARLOW ELECTED DIRECTOR 2.00 0.00 X 0 0 0 SANDRA RICE ELECTED DIRECTOR 2.00 0.00 X 0 0 0 LISA WILLIAMSON EX-OFFICIO DIRECTOR 5.00 55.00 X 0 7646 0 MARYBETH REVOIR DESIGNATED DIRECTOR 5.00 30.00 X 0 0 0 KATHY DAUDISTEL DESIGNATED DIRECTOR 5.00 30.00 X 0 71207 0 PATRICIA WARD DESIGNATED DIRECTOR 5.00 25.00 X 0 0 0 VICKIE KOUTZ EX-OFFICIO DIRECTOR (TERM ENDED) 5.00 3.00 X 0 48258 0 KATHRYN KAOUDIS ELECTED DIRECTOR (TERM ENDED) 2.00 0.00 X 0 0 0 ROSEMARIE W HAUCK ELECTED DIRECTOR (TERM ENDED) 2.00 0.00 X 0 0 0 CORAL MAY GROUT DESIGNATED DIRECTOR (TERM ENDED) 5.00 30.00 X 0 0 0 0 127111 0 0 0 0 0 RESOURCEONE PO BOX 839 TULSA OK 74101 DIRECT MAIL PROD & SVCS 125871 1 28364 556858 39626 585222 67940 67940 215799 164248 51551 51551 51551 704713 0 0 119491 218687 218687 2082 2082 13347 1237 12110 10230 7792 2438 14166 352 13814 1436 1436 DIRECT MAIL EXPENSES 243436 243436 503384 218687 12899 271798 534690 388047 264041 272523 1865345 2284694 2664076 2945264 107178 123538 29246 2146 136424 125684 X 12236 13401 2515416 2806179 2527652 2819580 2664076 2945264 201329 90599 0 X X 0 1 X 1 0 X 560277 458944 678634 728308 585222 3011385 560277 458944 678634 728308 585222 3011385 3011385 34683 42157 57215 42729 67940 244724 3256109 0.92480 0.93460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2034034 141200 199972 47213 2327993 2205645 230990 -361162 41439 2034034 1750742 408133 327950 38488 242692 2205645 1488937 284179 107094 14731 114737 1750742 1228571 343345 37677 30606 90050 1488937 0.86926 0.13074 0 0 0 X 964079 90599 170849 261448 702631 2082 2082 704713 672151 170849 170849 501302 2082 2082 503384 PART X, LINE 2: MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS TO ENSURE COMPLIANCE WITH THE EXEMPT PURPOSES OF THE FOUNDATION AS REQUIRED BY U.S. GAAP, INCLUDING CONSIDERATION OF ANY UNRELATED BUSINESS INCOME TAX. AS OF SEPTEMBER 30, 2023, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY TAX POSITIONS THAT ARE NOT IN COMPLIANCE WITH ITS EXEMPT PURPOSE. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS REMAIN OPEN AND SUBJECT TO EXAMINATION BEGINNING WITH THE TAX YEAR ENDED SEPTEMBER 30, 2020. 1 AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 45000 0 NATIONAL VETERANS CREATIVE ARTS FESTIVAL ALA DEPARTMENT OF MINNESOTA 634 WATER STREET EAU CLAIRE WI 54703 237382249 501C19 43590 0 SUBGRANT - MN PROGRAMS AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 20000 0 GIRLS NATION ALA SOUTH CAROLINA UNIT 186 4285 PINE DR LITTLE RIVER SC 29566 571024751 501C19 10000 0 VETERAN PROJECTS GRANT - ROOM ADDITION TO VETERANS BUILDING ALA DEPARTMENT OF WISCONSIN 2930 AMERICAN LEGION DR PORTAGE WI 53901 390128221 501C19 10000 0 VETERAN PROJECTS GRANT - CHIPPEWA VETERANS HOME ALA INDIANA UNIT 492 4929 N SR 43 WEST LAFAYETTE IN 47906 WEST LAFAYETTE IN 47906 237093021 501C19 9317 0 VETERAN PROJECTS GRANT - BLANKET WARMERS FOR INDIANA VETERANS HOME ALA MAINE UNIT 132 55 CARDING MACHINE ROAD RICHMOND ME 04357 RICHMOND ME 04357 010389843 501C19 9274 0 VETERAN PROJECTS GRANT - MAINE VETERANS HOME AUGUSTA ALA MINNESOTA UNIT 37 102 W 4TH STREET CHASKA MN 55318 CHASKA MN 55318 416039721 501C19 9180 0 VETERAN PROJECTS GRANT - BEDS FOR HAVEN FOR HEROES ALA GEORGIA UNIT 137 1859 BLOUNT CROSSING ROAD DARIEN GA 31305 DARIEN GA 31305 581915317 501C19 8180 0 VETERAN PROJECTS GRANT - GOLDEN ISLES VETERANS VILLAGE ALA DISTRICT 6 NEW YORK 6 LILLIAN DRIVE BINGHAMTON NY 13903 BINGHAMTON NY 13903 813551979 501C19 5880 0 VETERAN PROJECTS GRANT - WHEELCHAIR BICYCLE FOR NYS VETERANS HOME 10 PART I, LINE 2: THE ALA FOUNDATION HAS ESTABLISHED CRITERIA FOR GRANTING. ALA FOUNDATION GRANTS ARE AWARDED TO AN ALA TAX-EXEMPT ENTITY THAT IS IN GOOD STANDING WITH BOTH THE IRS AND THE AMERICAN LEGION AUXILIARY NATIONAL ORGANIZATION. ALA ENTITIES SUBMITTING GRANT PROPOSALS MUST DEMONSTRATE THAT THEY WILL BE SUPPORTING THE ALA MISSION OF SERVING VETERANS, MILITARY AND THEIR FAMILIES. ALA FOUNDATION GRANT RECIPIENTS ARE REQUIRED TO SUBMIT GRANT REPORTS THAT INCLUDE A NARRATIVE DESCRIPTION OR SUMMARY OF THE GRANT PROGRESS OR OUTCOME, ALONG WITH A FINANCIAL REPORT OF THE GRANT FUNDING. GRANT RECIPIENTS ARE NOTIFIED OF COMPLIANCE REQUIREMENTS AS REVIEWED PERIODICALLY AND APPROVED BY THE ALA FOUNDATION BOARD. X OFFICE EXPENSES 1 28364 COST X AUCTION ITEMS 68 11262 FMV OF ITEMS 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ALA MANAGEMENT REVIEWS AND COMPLETES THE 990 CHECKLIST PROVIDED BY THE OUTSIDE INDEPENDENT ACCOUNTING FIRM AND INCLUDES APPROPRIATE SUPPORTING INFORMATION AND SCHEDULES FOR THE TAX PREPARERS. THE OUTSIDE INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 FORM AND STATE RETURN. THE DRAFT 990 AND STATE RETURN FORMS ARE SENT TO THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE, ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI SECTION B LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, REVIEWS ARE CONDUCTED ANNUALLY THROUGH THE RISK AND COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT ALAFOUNDATION.ORG, ALAFORVETERANS.ORG AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VII, SECTION A KATHY DAUDISTEL WAS COMPENSATED FOR BEING THE NATIONAL PRESIDENT, SHE WAS NOT COMPENSATED FOR HER ROLE AS NATIONAL SECRETARY WHICH IS A VOLUNTARY AND UNCOMPENSATED POSITION. 2C THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE: - REVIEWS THE DRAFT 990 AND COPY OF AUDITED FINANCIAL STATEMENTS. - DETERMINES THAT RESPONSES IN THE 990, ARE CONSISTENT WITH THEIR UNDERSTANDING OF THE FACTS. - DRAFTS QUESTIONS OR COMMENTS RESULTING FROM THEIR REVIEW FOR THE TAX PREPARERS (OUTSIDE INDEPENDENT ACCOUNTING FIRM). - MEETS WITH MANAGEMENT AND OUTSIDE INDEPENDENT ACCOUNTING FIRM TO REVIEW AND RESOLVE ALL QUESTIONS/COMMENTS. - DOCUMENTS THEIR REVIEW AND APPROVAL OF THE FORMS THROUGH WRITTEN MEETING MINUTES. FORM 990 AND STATE RETURN FORM ARE REVIEWED AND SIGNED BY THE ALA FOUNDATION DIRECTOR. MANAGEMENT FILES THE COMPLETED FORMS. AMERICAN LEGION AUXILIARY NATL HQ 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 350144340 SUPPORTS/ADVOCATES FOR US VETERANS, ACTIVE MILITARY, AND THEIR FAMILIES IN 501C19 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN LEGION AUXILIARY NAT'L HQ C 28364 DIRECT COST AMERICAN LEGION AUXILIARY NAT'L HQ B 66500 ACTUAL CASH CONTRIBUTIONS